Perigon Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,905
| Closed | -$206K | – | 1078 |
|
|
2025
Q1 | $206K | Buy |
+3,905
| New | +$206K | 0.01% | 960 |
|
|
2024
Q4 | – | Sell |
-7,305
| Closed | -$417K | – | 1064 |
|
|
2024
Q3 | $417K | Buy |
7,305
+203
| +3% | +$11.6K | 0.01% | 671 |
|
|
2024
Q2 | $372K | Sell |
7,102
-870
| -11% | -$45.6K | 0.01% | 618 |
|
|
2024
Q1 | $435K | Buy |
7,972
+87
| +1% | +$4.75K | 0.01% | 570 |
|
|
2023
Q4 | $414K | Buy |
7,885
+1,030
| +15% | +$54.1K | 0.01% | 556 |
|
|
2023
Q3 | $337K | Sell |
6,855
-1,435
| -17% | -$70.6K | 0.01% | 547 |
|
|
2023
Q2 | $424K | Buy |
8,290
+1,205
| +17% | +$61.7K | 0.02% | 504 |
|
|
2023
Q1 | $350K | Buy |
7,085
+495
| +8% | +$24.5K | 0.02% | 488 |
|
|
2022
Q4 | $353K | Buy |
+6,590
| New | +$353K | 0.02% | 483 |
|
|
2021
Q1 | – | Sell |
-1,125
| Closed | -$53K | – | 740 |
|
|
2020
Q4 | $53K | Buy |
+1,125
| New | +$53K | 0.01% | 724 |
|